MGIA
Moneta Group Investment Advisors’s SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $318K | Buy |
10,542
+651
| +7% | +$19.7K | ﹤0.01% | 548 |
|
|
2025
Q1 | $298K | Buy |
+9,891
| New | +$298K | ﹤0.01% | 528 |
|
|
2019
Q2 | – | Sell |
-178,789
| Closed | -$5.46M | – | 277 |
|
|
2019
Q1 | $5.46M | Sell |
178,789
-13,562
| -7% | -$414K | 0.57% | 36 |
|
|
2018
Q4 | $5.78M | Buy |
192,351
+7,618
| +4% | +$229K | 0.69% | 31 |
|
|
2018
Q3 | $5.58M | Buy |
+184,733
| New | +$5.58M | 0.57% | 29 |
|